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中药ETF(159647)早盘收涨超1%,内需刺激下,消费类中药销量回暖!
Xin Lang Cai Jing· 2025-05-20 04:16
Group 1 - The Chinese herbal medicine index (930641) rose by 0.99% as of May 20, 2025, with notable increases in stocks such as Zhaoli Pharmaceutical (300181) up 3.52% and Jinghua Pharmaceutical (002349) up 3.16% [1] - The Chinese herbal medicine ETF (159647) increased by 1.03%, with a recent price of 0.98 yuan, and has seen a cumulative increase of 1.25% over the past week [1] - The upcoming 618 shopping festival has led to strong performance in traditional Chinese medicine health products on platforms like Tmall, with brands such as Xiaoxian Stew and Yanzhi House ranking high in sales [1] Group 2 - Since 2022, the health supplement industry on Douyin has experienced steady growth, with a projected monthly sales volume exceeding 30 million units by 2024, and over 300 million users engaging with health supplement products [2] - A joint initiative by 12 government departments aims to promote health consumption, which includes traditional Chinese medicine, thereby enhancing market demand and consumer willingness to purchase related products [2] - Analysts predict that the Chinese medicine sector will see a performance turning point in Q2 2025, with potential early market activity, supported by expanding insurance coverage and the need for companies to improve efficiency through modernization [2] Group 3 - The Chinese herbal medicine ETF closely tracks the Chinese herbal medicine index, which includes publicly listed companies involved in the production and sale of traditional Chinese medicine [3] - As of April 30, 2025, the top ten weighted stocks in the Chinese herbal medicine index accounted for 55.71% of the index, with major companies including Yunnan Baiyao (000538) and Tongrentang (600085) [3]